Many of your customers are businesses, and their accounting department needs the company name on invoices. When a customer has a Company entered on their record, Stortech automatically adds that name to every upcoming invoice they receive — monthly rent renewals as well as manual invoices. The person's name stays the invoice's primary recipient, and the company name is added in a separate Company field.
Who this article is for
Editing a customer record needs the Owner or Manager role. If the Edit button is missing or greyed out on the record, ask an Owner on your team.
Adding a company name to an existing customer
Step 1.
From the left menu, open Contacts, then click the customer's record.
Step 2.
Click Edit in the record header.
Step 3.
In the Company field, enter the customer's business name.
Step 4.
Click Save.
The next invoice issued for this customer will carry the company name. Already-issued invoices don't change.
Adding a company name to a new customer
When creating the contact, fill in the Company field along with the name, email, and phone. That customer's invoices will carry the company name from the first one.
Where the company name appears
The company name shows on the invoice (and its PDF) the customer receives, in a field labeled Company near the invoice details (number, dates), above the Bill to section which keeps the person's name. It appears on every invoice generated after it's added: monthly rent renewals as well as manual invoices. (Note: this field currently displays as "Entreprise" even on English invoices — a known translation gap.)
Important: already-issued invoices
An already-issued invoice can't be edited afterward to add the company name. If a customer has an unpaid, already-issued invoice they refuse to settle because it isn't in their company's name, contact support: we can reissue the unpaid invoice with the company name. New invoices carry it automatically.
What happens automatically
As soon as Company is entered on the record, the customer's billing profile is updated; their upcoming invoices carry the name. If you change the company name, upcoming invoices use the new name. If you clear the Company field, upcoming invoices no longer show a company name. No email is sent to the customer for this change.
Common issues
The company name doesn't appear on an invoice.
What to check: was the invoice issued before or after the name was added to the record?
What to do: only invoices issued after the addition carry the name. For an earlier invoice, contact support to reissue it.
The Company field is filled in, but an old invoice doesn't show it.
What to check: what date was the invoice issued?
What to do: that's expected, the name is only added to invoices created after it was entered. Older ones aren't rewritten.
I want the company name as the primary recipient ("bill to").
What to check: is that truly necessary for the customer's accounting?
What to do: not currently possible; the person stays the recipient, and the company is added as a separate field on the invoice.
Common questions
My customer is a business and wants their company name on invoices. How do I do that? Enter the name in the Company field on their customer record. Once it's there, their upcoming invoices will carry it automatically.
Does this change invoices already sent? No. Only invoices issued after the name is added carry it. For an unpaid already-issued invoice, contact support.
Does the person's name disappear from the invoice? No. The person stays the recipient ("bill to"); the company is added as a separate field labeled Company.
Do I need to redo this for every invoice? No. You enter the name once on the record; it's then added to every new invoice for that customer.